Beaird Harris Wealth Management’s Allstate ALL Stock Holding History

Beaird Harris Wealth Management’s Portfolio ALL Stock Details ALL Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$3.57K	Hold	15	–	–	﹤0.01%	476
2026 Q1	$3.11K	Hold	15	–	–	﹤0.01%	457
2025 Q4	$3.12K	Hold	15	–	–	﹤0.01%	486
2025 Q3	$3.22K	Sell	15 -21	-58%	-$4.24K	﹤0.01%	468
2025 Q2	$7.25K	Buy	36 +6	+20%	+$1.2K	﹤0.01%	399
2025 Q1	$6.21K	Sell	30 -40	-57%	-$7.79K	﹤0.01%	370
2024 Q4	$13.5K	Hold	70	–	–	﹤0.01%	337
2024 Q3	$13.3K	Buy	70 +21	+43%	+$3.73K	﹤0.01%	318
2024 Q2	$7.82K	Hold	49	–	–	﹤0.01%	406
2024 Q1	$8.48K	Sell	49 -250	-84%	-$39.5K	﹤0.01%	339
2023 Q4	$41.9K	Buy	299 +49	+20%	+$6.39K	﹤0.01%	199
2023 Q3	$27.9K	Sell	250 -50	-17%	-$5.46K	﹤0.01%	209
2023 Q2	$32.7K	Hold	300	–	–	﹤0.01%	195
2023 Q1	$33.2K	Sell	300 -170	-36%	-$21.5K	0.01%	194
2022 Q4	$63.7K	Buy	470 +40	+9%	+$5.23K	0.01%	166
2022 Q3	$54K	Hold	430	–	–	0.01%	159
2022 Q2	$54K	Buy	430 +402	+1,436%	+$52.7K	0.01%	131
2022 Q1	$4K	Buy	+28	New	+$3.52K	﹤0.01%	441

Other funds holding ALL

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

GQG Partners Ft. Lauderdale, Florida $53.8B AUM 19.23% 1-Year Est. Return

Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return

Beaird Harris Wealth Management's ALL Position: Q2 2026 in Review

Beaird Harris Wealth Management held its Allstate (ALL) position steady in Q2 2026 at 15 shares worth $3.57K. The position accounts for ﹤0.01% of the portfolio, ranked #476.

Beaird Harris Wealth Management first reported a position in ALL in Q1 2022 and has held it in 18 quarters since. The position peaked at $63.7K in Q4 2022. 1,744 funds tracked by Wall St. Rank hold ALL as of Q2 2026.

Beaird Harris Wealth Management held 15 shares of Allstate worth $3.57K as of Q2 2026.
Beaird Harris Wealth Management left its Allstate share count unchanged in Q2 2026.
Allstate made up ﹤0.01% of Beaird Harris Wealth Management's portfolio in Q2 2026, its #476 holding.
Beaird Harris Wealth Management first reported a position in Allstate in Q1 2022 and has held it in 18 quarters since.
Beaird Harris Wealth Management's Allstate position peaked at $63.7K in Q4 2022.
1,744 funds tracked by Wall St. Rank held Allstate as of Q2 2026.

Based on Beaird Harris Wealth Management's 13F filing for Q2 2026, filed 8 Jul 2026.